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Your accounts receivable dashboard, every invoice traced to collection.

AR balance, days sales outstanding, net revenue, and collection trends in one view, reconciled from billing and accounting, so every open invoice traces back to its source.

See how to build one in Definite
What’s in a accounts receivable dashboard?

What’s in a accounts receivable dashboard?

An accounts receivable dashboard is the single governed view of what customers owe: the total AR balance, how many days it takes to collect, how the aging breaks down, and how collection trends are moving. The version worth managing cash on reconciles billing and accounting, so the receivables on the screen are the receivables in the books.

AR gets tracked in spreadsheets that go stale between closes, and aging reports differ between the billing system and the accounting system. When AR balance, DSO, and aging come from one set of governed definitions, you catch the collection slowdown before it becomes a cash flow problem.

Who it’s forCFOs, controllers, and AR managers who own collections.

CadenceRefreshed daily; reviewed weekly and at monthly close.

Built fromQuickbooks, Stripe, Xero

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You
I need one view of receivables: AR balance, DSO, aging breakdown, and how collections are trending, all traced back to billing and the ledger.
✦ Fi
Here's your accounts receivable dashboard, on your Quickbooks, Stripe and Xero data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: AR balance, Days sales outstanding, Net revenue, Gross revenue. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (AR balance over time, DSO trend) show how the headline numbers have moved over time. A breakdown (AR by aging bucket) splits the metric by dimension so you can see what's driving the total. A detail table (Receivables health) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

AR balance

$671K▲ 4.7%
Data ▾
PeriodAccounts Receivable
Jan$445K
Feb$470K
Mar$458K
Apr$492K
May$584K
Jun$520K
Jul$657K
Aug$655K
Sep$623K
Oct$584K
Nov$641K
Dec$671K

Days sales outstanding

17 days▼ 9.1%
Data ▾
PeriodDays Sales Outstanding
Jan20
Feb23
Mar19
Apr19
May26
Jun21
Jul25
Aug26
Sep22
Oct17
Nov19
Dec17

Net revenue

$1.19M▲ 15.2%
Data ▾
PeriodNet Revenue
Jan$671K
Feb$617K
Mar$743K
Apr$767K
May$677K
Jun$759K
Jul$777K
Aug$769K
Sep$848K
Oct$1.04M
Nov$1.03M
Dec$1.19M

Gross revenue

$1.20M▲ 15.0%
Data ▾
PeriodGross Revenue
Jan$685K
Feb$630K
Mar$755K
Apr$780K
May$685K
Jun$767K
Jul$789K
Aug$780K
Sep$857K
Oct$1.05M
Nov$1.04M
Dec$1.20M

AR balance over time

400,000 450,000 500,000 550,000 600,000 650,000 700,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodAccounts Receivable
Jan$445K
Feb$470K
Mar$458K
Apr$492K
May$584K
Jun$520K
Jul$657K
Aug$655K
Sep$623K
Oct$584K
Nov$641K
Dec$671K

AR by aging bucket

aging A aging B aging C 50,000 100,000 150,000 200,000 250,000 300,000
Data ▾
AgingAccounts Receivable
aging A$220K
aging B$332K
aging C$119K

DSO trend

16 18 20 22 24 26 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodDays Sales Outstanding
Jan20
Feb23
Mar19
Apr19
May26
Jun21
Jul25
Aug26
Sep22
Oct17
Nov19
Dec17

Receivables health

Accounts Receivable$671K▲ 4.7%
Days Sales Outstanding17▼ 9.1%
Net Revenue$1.19M▲ 15.2%
✦ Fi
Anything else I can do for you?
You
Why did DSO increase last month?Which customer segment has the most overdue receivables?Show me the invoices driving the 90+ day aging bucket.How has DSO trended over the last six months?Break AR balance by segment instead of aging.Trace this month's AR balance back to the open invoices in QuickBooks.Break AR balance by aging bucket so I can see what is current versus overdue.Add DSO trend and flag any month where it exceeded the target.Show me the largest open invoices by customer.
  • Why did DSO increase last month?
  • Which customer segment has the most overdue receivables?
  • Show me the invoices driving the 90+ day aging bucket.
  • How has DSO trended over the last six months?
  • Break AR balance by segment instead of aging.
  • Trace this month's AR balance back to the open invoices in QuickBooks.
  • Break AR balance by aging bucket so I can see what is current versus overdue.
  • Add DSO trend and flag any month where it exceeded the target.
  • Show me the largest open invoices by customer.
First version in a dayFree to start, flat pricingNo infrastructure to set up
§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Quickbooks
◆ Balance SheetAccounts ReceivableDays Sales Outstanding
◆ Income Statement (Profit & Loss)Days Sales OutstandingNet RevenueGross Revenue
Stripe
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
◆ Balance Transaction (Ledger)Days Sales OutstandingNet RevenueGross Revenue
◆ PaymentDays Sales OutstandingNet Revenue
Xero
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
MetricWhat it measuresHow it's calculatedSources
Days Sales Outstanding—(Accounts Receivable ÷ Net Revenue) × 30Quickbooks, Stripe, Xero
Net RevenueRevenue you actually keep after refunds and credits, not what you originally billed.Gross Revenue − Refunds & CreditsStripe, Xero, Quickbooks
§ Then do something about it

Have our agent watch for you

A accounts receivable dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
→
Judge
One condition
> 5% week-over-week
→
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your accounts receivable dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because billing issues invoices on one date and accounting recognizes them on another, and payment application timing creates gaps. The reconciliation map above shows which object each metric comes from, so there is one AR balance and one DSO, modeled in your warehouse.
Billing (Stripe) for invoices and payments, accounting (QuickBooks or Xero) for the ledger and receivable balances. Definite syncs and models both, then reconciles them so AR ties to the books.
Days sales outstanding measures how many days it takes on average to collect payment after a sale. When DSO comes from governed definitions, you see the real collection velocity and catch the slowdown before it eats into cash.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. DSO is computed from AR balance and net revenue, by the formula in the metric table. Connect your systems and Fi builds the same view from your data.
A BI tool charts whatever AR number you hand it — it cannot tell you the balance is wrong. This reconciles billing and the ledger first, so receivables on the screen tie to the books, and Fi traces any figure back to the open invoice.
Tell Fi what you need, the way the prompt above reads. Fi connects billing and accounting, proposes the AR metrics, and you refine by asking follow-ups. The first version traces every invoice without a spreadsheet.

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